Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How can I set up a Zap to send an automated welcome email to new client leads in Jobber CRM?
Question

How can I set up a Zap to send an automated welcome email to new client leads in Jobber CRM?

  • January 24, 2024
  • 1 reply
  • 26 views
G

What I’m trying to do is when a new customer is populated into my Jobber CRM platform is to send them an automated welcome email.

 

So what I have set up now is

Trigger: Jobber, new client

Action: Gmail, send email.

 

Where I’m having trouble here is if I put it in one persons email is it always going to send a welcome email to that one person? I need it to send a welcome email to new client leads only.

 

 

Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Forum|alt.badge.img+14

Hi @Gibson87 

You need to map dynamic variables between Zap steps.

Help article to reference: https://zapier.com/help/create/basics/set-up-your-zap-action

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions